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Strategies for Business Owners

Owning a Business

Owning your own business is an American dream for many. But managing your own business takes a lot more than hard work. You need a financial plan — one that addresses financial needs and products for every stage of your business life cycle and that takes into account your personal financial goals and dreams.

Planning strategies for managing taxes

As your goals and financial situation change, there may be new opportunities to reduce your taxable income. BNCWP will help you find them. 1

Retirement plans and other employee benefits

The right retirement plan can provide tax benefits and help you attract and keep high-quality employees. We'll help you find it.

Business succession planning

How will you transfer your business when it's time to move on? We'll help you plan for a smooth transition.

Business protection

Protecting your business means being prepared for unexpected situations. Together, we'll create a plan to help guard against financial losses resulting from employee departures, disabilities or other disruptions.

Strategies for your business and your personal financial needs

Whatever your financial priorities are as a business owner, BNCWP has the resources and experience to help you address them. Working with BNCWP, you'll have access to a comprehensive financial planning process that can help synchronize your personal and professional financial goals.


LPL Financial, Stratos Wealth Partners and Boreman Norton Cook Wealth Partners do not provide tax advice.  Clients should consult with their personal tax advisors regarding their personal situation.

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